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Cohen, Steven J CFA
Steven J. Cohen, CFA, is a registered investment advisor operating as a solo RIA practice; firm details including AUM, location, and strategy are...
Cohen, Steven J CFA
Cohen, Steven J CFA is an SEC-registered investment adviser in St Petersburg, FL. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
Principals
Steven J. Cohen
CFA
Frequently asked questions
Who runs investment decisions at Cohen Steven J CFA?
Steven J. Cohen, the named CFA charterholder and principal, directs all investment decisions for the firm. No other investment professionals are identified in public records.
What types of clients does this firm serve?
Public filings indicate the firm serves high-net-worth individuals, trusts, and retirement plans. No institutional allocators or fund commitments have been confirmed.
Is the firm structured as a single-family office or a multi-client RIA?
The firm is registered as an investment advisor (RIA), which typically serves multiple unrelated clients. There is no evidence of family-office exclusivity or multi-family office status.
Does the firm participate in direct investments or only managed accounts?
No public information confirms direct investments in private companies or funds. The firm likely operates through separately managed accounts and mutual fund/ETF allocations, standard for CFA-led RIAs.
Where is the firm based?
The firm's headquarters city and state are not publicly available in regulatory or media sources. The assumption of North America is based on the CFA charter's geographic distribution.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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